Instuitional Investor - Campbell Deegan Wealth Management, Llc
Fund Profile
Filing Period:
Fund Name: | Campbell Deegan Wealth Management, Llc |
Portfolio Value | $83,252,634 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Fidelity Covington Trust | 288,687 | $17,491,546 | 21.01% | |
2. | Invesco Exchange Traded Fd T - S&P 500 GARP ETF | 164,107 | $17,211,535 | 20.67% | |
3. | Vanguard Index Fds - VALUE ETF | 93,829 | $15,885,174 | 19.08% | |
4. | Vanguard Index Fds - GROWTH ETF | 16,385 | $6,725,107 | 8.08% | |
5. | J P Morgan Exchange Traded F | 66,205 | $4,107,379 | 4.93% |